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Wealth Preservation Advisors’s Citizens Financial Group CFG Stock Holding History

Wealth Preservation Advisors’s Portfolio CFG Stock Details CFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-625
Closed -$37.5K – 231
2026
Q1 		$37.5K Buy
625
+425
+213% +$26.1K 0.03% 211
2025
Q4 		$11.7K Hold
200
– – 0.01% 290
2025
Q3 		$10.6K Sell
200
-100
-33% -$4.98K 0.01% 288
2025
Q2 		$13.4K Buy
300
+50
+20% +$1.97K 0.01% 280
2025
Q1 		$10.2K Buy
+250
New +$11.2K 0.01% 312

Other funds holding CFG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Wealth Preservation Advisors's CFG Position: Q2 2026 in Review

Wealth Preservation Advisors sold out of Citizens Financial Group (CFG) in Q2 2026, closing a stake of 625 shares — an estimated $37.5K sold.

Wealth Preservation Advisors first reported a position in CFG in Q1 2025 and held it in 5 quarters. The position peaked at $37.5K in Q1 2026. 1,095 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • Wealth Preservation Advisors reported no remaining Citizens Financial Group position as of Q2 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 625 Citizens Financial Group shares in Q2 2026, an estimated $37.5K.
  • Wealth Preservation Advisors first reported a position in Citizens Financial Group in Q1 2025 and held it in 5 quarters.
  • Wealth Preservation Advisors's Citizens Financial Group position peaked at $37.5K in Q1 2026.
  • 1,095 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Wealth Preservation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.